LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 168 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $54,775 | +4.4% | 8,466 | 0.0% | 0.05% | -2.0% |
| Q1 2023 | $52,489 | +8.8% | 8,466 | 0.0% | 0.05% | +8.7% |
| Q4 2022 | $48,256 | +0.5% | 8,466 | 0.0% | 0.05% | -4.2% |
| Q3 2022 | $48,000 | -11.1% | 8,466 | 0.0% | 0.05% | -7.7% |
| Q2 2022 | $54,000 | -20.6% | 8,466 | 0.0% | 0.05% | -10.3% |
| Q1 2022 | $68,000 | -4.2% | 8,466 | 0.0% | 0.06% | +1.8% |
| Q4 2021 | $71,000 | – | 8,466 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 924,730 | $4,476,000 | 2.49% |
| Titus Wealth Management | 127,580 | $617,000 | 0.58% |
| Jolley Asset Management, LLC | 156,585 | $758,000 | 0.58% |
| Penserra Capital Management LLC | 1,527,314 | $8,216,000 | 0.56% |
| Quad-Cities Investment Group, LLC | 87,384 | $423,000 | 0.54% |
| Shaker Financial Services, LLC | 162,297 | $786,000 | 0.53% |
| RB Capital Management, LLC | 115,108 | $526,000 | 0.34% |
| Regent Investment Management LLC | 135,000 | $653,000 | 0.27% |
| Karpus Management, Inc. | 1,394,732 | $6,751,000 | 0.26% |
| Stockman Wealth Management, Inc. | 98,629 | $477,000 | 0.21% |